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Investments For You, Inc.

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Investments For You, Inc.

Overview:

Services

Investment Services

Mutual Funds
We offer a wide variety of mutual fund with options for everyone from the most conservative investor to the risk-taker. We work with numerous investment companies so that we can tailor your investments to your needs and preferences.

Variable Annuities
Our investment annuities provide investors with security and potential gains from different investments. Set up an annuity and save for retirement, while gaining tax benefits until retirement.

College Savings

Retirement Options
Plan now for your future. We offer rollover packages, Traditional IRAs, Roth IRAs, Uni-K plans, 401k’s, SIMPLE’s, SEPP’s, and more. Let us help you find the best option for your future and business.

Life Insurance
We understand your family is very important to you, and ensuring their financial needs are met for years to come is important. Talk to a financial advisor about how you can set up a strategy to provide your loved ones and survivors financial security for many years to come.

Long Term Care
Protect you and your assets by making your Long Term Care insurance a part of your financial plan. It’s tough to think about a time when you might not be able to care for yourself, but our policies can put those worries at ease by ensuring financial stability for provided care.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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